Craig Bertoldi
Contracts 365, Inc.
24r Pleasant Street
Newburyport, MA 01950
E-Mail Author

Contracts 365, Inc.

Contracts 365 is powerful contract management software purpose-built for companies that leverage the Microsoft Cloud. It enables customers to transform and streamline their CLM processes while providing users with increased productivity, collaboration and actionable contract insights. Contracts 365 stores all customer contracts data and documents in their Microsoft 365 tenant (SharePoint), leveraging their Microsoft security configuration for complete control of their private contracts and data. Contracts 365 is built around the entire contract lifecycle, from request to negotiation and e-signature all the way through storage, expiration or renewal. We’ve tailored the software to make your life easier. We took every aspect of the contract management process; tore it down, then constructed a user interface that made each move as effortless as we could. The most pressing (often the most routine) contracting tasks should only take about 30 seconds to complete.

Business Benefits

  • Full support for pre and post execution contract activities.
  • Contract review and approval cycle times are easily tracked and benchmarked.
  • Communications transparency for all users; executives, contract professionals and business users.
  • Contracts and related information found in seconds.
  • Automated reporting and notifications to ensure people get the information they need when they need it.

Contracts 365 Integrates with your Favorite Microsoft Tools:

Many enterprises run Microsoft 365’s productivity tools. Our modern user interface will feel instantly familiar to your users and easy for them to use.

  • Dynamics 365 & Power Platform – Sales teams can initiate contracts, locate, and link data, and pre-populate forms in the CRM they use every day with native integrations, right out of the box
  • Word – Author, edit, and redline contracts right in Word
  • Outlook – Our workflows leverage Outlook, so instant notifications and approval requests arrive right in your inbox
  • Microsoft credentials – Your team’s existing passwords and security protocols work in Contracts 365, so there’s one less thing to remember
  • Electronic Signature Integration – Certified by Adobe Sign and DocuSign for the most advanced CLM integration available

Artificial Intelligence for Contract Management

Practically experience the power of artificial intelligence (AI) in meaningful ways throughout the CLM lifecycle. We incorporate Microsoft Azure Open AI services by fully leveraging ChatGPT so you can surface contract intelligence and value with capabilities such as Contract Analysis & Extraction, Risk Assessment, and Intelligent Search.

Contracts 365 Offerings

Contracts 365 has three base plans that are ideal starting points for most organizations. Reach out to Contracts 365 for Professional Services or additional features (e.g. Salesforce integration, varied user counts, Supplier Management module, etc.)

Contracts 365 Standard for Microsoft 365
Contracts 365 Enterprise for Microsoft 365
Contracts 365 for Dynamics 365 Sales

Contracts 365 eBooks

Articles by Contracts 365


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